ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 130 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $270,735 | -24.2% | 4,715 | -23.2% | 0.01% | -61.5% |
| Q1 2022 | $357,000 | +35.7% | 6,143 | +45.0% | 0.01% | +62.5% |
| Q3 2021 | $263,000 | +27.7% | 4,236 | +27.9% | 0.01% | -27.3% |
| Q1 2021 | $206,000 | +2.5% | 3,312 | -4.5% | 0.01% | +1000.0% |
| Q3 2018 | $201,000 | -11.1% | 3,469 | +82.9% | 0.00% | -99.7% |
| Q1 2016 | $226,000 | – | 1,897 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NewFocus Financial Group, LLC | 277,390 | $17,428,000 | 5.13% |
| Towerpoint Wealth, LLC | 116,937 | $7,347,000 | 3.68% |
| MISSION WEALTH MANAGEMENT, LP | 848,978 | $53,341,000 | 3.34% |
| Epstein & White Financial LLC | 147,045 | $9,238,000 | 2.84% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 73,343 | $4,608,000 | 2.62% |
| Miracle Mile Advisors, LLC | 508,280 | $31,935,000 | 1.96% |
| Blue Zone Wealth Advisors, LLC | 62,653 | $3,936,000 | 1.90% |
| Boltwood Capital Management | 60,974 | $3,831,000 | 1.86% |
| Omega Financial Group, LLC | 53,689 | $3,373,000 | 1.82% |
| Slow Capital, Inc. | 114,464 | $7,192,000 | 1.72% |